HHM Wealth Advisors, LLC
•CIK: 1750086•Filing: Q4 2025
**HHM Wealth Advisors, LLC** manages $847M across a diversified portfolio of 843 holdings. The strategy shows a significant tilt toward dividend-focused and broad market exposure, evidenced by top positions in SCHD ($137.7M) and SCHB ($132.1M). Further allocations include substantial weightings in SCHG ($113.6M) and SPMD ($45.2M). This structure suggests a core focus on income generation and established market segments.
Total AUM
$845.1M
QoQ Performance
-2.2%
Positions
629
Top 10 Concentration
70.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
SCHB
SCHG
SPMD
SCHD16.3%
SCHB15.6%
SCHG13.4%
SPMD5.4%
CALF4.0%
SPTS3.8%
SCHF3.1%
VNQ3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.5%
Technology5.7%
Consumer2.0%
Healthcare1.1%
Financial1.1%
Industrial0.8%
ETF0.6%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
—
INVESCO QQQ TR
SOLD
$1.7M
—
RTX CORPORATION
SOLD
$663.6K
—
FORTINET INC
SOLD
$473.0K
+651 more exited positions
Changes from Q3 2025
NEW3 new positions
↑50 increased
↓90 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022